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Cassady Wealth & Retirement Planning’s Innovator US Equity Power Buffer ETF January PJAN Stock Holding History

Cassady Wealth & Retirement Planning’s Portfolio PJAN Stock Details PJAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.11M Buy
62,910
+101
+0.2% +$4.92K 1.45% 28
2026
Q1 		$3.05M Buy
62,809
+31,149
+98% +$1.46M 1.58% 25
2025
Q4 		$1.49M Buy
+31,660
New +$1.46M 0.97% 34

Other funds holding PJAN

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cassady Wealth & Retirement Planning's PJAN Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Innovator US Equity Power Buffer ETF January (PJAN) stake by 0.16% in Q2 2026, buying an estimated $4.92K and bringing the position to 62,910 shares worth $3.11M. The position accounts for 1.45% of the portfolio, ranked #28.

Cassady Wealth & Retirement Planning first reported a position in PJAN in Q4 2025 and has held it in 3 quarters since. 290 funds tracked by Wall St. Rank hold PJAN as of Q2 2026.

  • Cassady Wealth & Retirement Planning held 62,910 shares of Innovator US Equity Power Buffer ETF January worth $3.11M as of Q2 2026.
  • Cassady Wealth & Retirement Planning bought 101 Innovator US Equity Power Buffer ETF January shares in Q2 2026, an estimated $4.92K.
  • Innovator US Equity Power Buffer ETF January made up 1.45% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #28 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Innovator US Equity Power Buffer ETF January in Q4 2025 and has held it in 3 quarters since.
  • 290 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF January as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.